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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1526
Fortis Advisors
Pennsylvania
$6K – – –
NIM
1527
NuWave Investment Management
New Jersey
$6K +$5.49K +97 New
WWMSC
1528
Wagner Wealth Management (South Carolina)
South Carolina
$6K +$5.83K +103 New
SIS
1529
Sound Income Strategies
Florida
$6K +$6.28K +111 New
HCC
1530
Hirtle Callaghan & Co
Pennsylvania
$5K -$24.1K -425 -84%
EWM
1531
Edge Wealth Management
New York
$5K – – –
RWG
1532
Regal Wealth Group
California
$5K – – –
MSFP
1533
Mark Sheptoff Financial Planning
Connecticut
$4K -$5.66K -100 -57%
HWP
1534
Hefty Wealth Partners
Indiana
$4K – – –
BCP
1535
Blackhawk Capital Partners
Wisconsin
$4K +$3.45K +61 New
OWA
1536
One Wealth Advisors
California
$4K +$3.51K +62 New
PRS
1537
Pinkerton Retirement Specialists
Idaho
$4K +$3.79K +67 New
PWM
1538
Paulson Wealth Management
Illinois
$3K +$2.94K +52 New
PFO
1539
Pathstone Family Office
New Jersey
$2K -$9.17K -162 -81%
PVH
1540
Psagot Value Holdings
Israel
$2K – – –
WAM
1541
Watermark Asset Management
California
$2K – – –
SC
1542
Sawyer & Company
Massachusetts
$2K +$2.15K +38 New
FGC
1543
Financial Gravity Companies
Texas
$2K +$2.32K +41 New
PCFFS
1544
Pacific Center for Financial Services
California
$1K – – –
WWM
1545
Willingdon Wealth Management
North Carolina
$1K – – –
CA
1546
Centerpoint Advisors
Massachusetts
$1K +$509 +9 New
MGIA
1547
Moneta Group Investment Advisors
Missouri
$1K +$736 +13 New
VCM
1548
Virtue Capital Management
Tennessee
$1K +$849 +15 New
AWM
1549
Avior Wealth Management
Nebraska
$1K +$1.3K +23 New
N
1550
Natixis
France
– -$53.4M -993,788 Closed
60 61
62
63 64